Episode 470
Looking down the road: Our predictions for 2025
McKeany-Flavell Hot Commodity Podcast
December 27, 202433m 39s
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Show Notes
- Corn
- Corn acres will go up on better returns than soybeans
- Feed demand may shrink due to continued issues of avian flu
- Exports are being front-loaded but could stall in the second half
- Could ending stocks equal 2024?
- Sugar
- At what prices will sugar futures be trading in 2025?
- Strong supplies and slightly lower demand in 2025 to pressure 2026 contracting, but by how much?
- Wheat
- Ditto or status quo on 2025 vs. 2024?
- What to expect from 2025/26 U.S. stocks surplus, as well as global stocks
- Expectations for 2025/26 U.S. wheat exports
- Two more countries will approve HB4 GMO wheat: Guesses as to who
- Soy complex & edible oils
- Prevailing prediction: Volatility!
- Uncertain biofuel and economic pictures provide a broad range of price possibilities
- Does avian flu spreading to mammals fill more of the conversation in 2025?
- Economy & energy
- Let’s talk basis cuts from the Fed
- How will the CPI and GDP hold up?
- Observations for WTI crude oil: What to expect
- Happy New Year!
Host: Michael Caughlan, President & CEO
Expert: Craig Ruffolo, Vice President – Commodity Specialist
Expert: Kevin Combs, Vice President – Global Sweeteners Specialist
Expert: Eric Thornton, Senior Commodity Advisor
Expert: Nicole Thomas, Vice President – Information Services
Expert: Shawn Bingham, Director of Commodity Risk Management